Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025

Clearview Wealth Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $12M, Schwab Us Aggregate Bond ETF with a value of $11.2M, Capital Group Divid Value ETF with a value of $9.27M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.22M, and Capital Group Growth ETF Shs C with a value of $6.34M.

Examining the 13F form we can see an increase of $1.36M in the current position value, from $130M to 131M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $106 Million
Financial Services: $6.2 Million
Technology: $4.82 Million
Consumer Defensive: $3.25 Million
Industrials: $2.95 Million
Healthcare: $2.73 Million
Energy: $2.44 Million
Consumer Cyclical: $1.49 Million
Other: $1.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Million 9.1% of portfolio
532,727
Q1 2025 Reduced 2.1%
$0
$11.2 Million 8.55% of portfolio
485,694
Q1 2025 Reduced 0.62%
$0
$9.27 Million 7.05% of portfolio
260,228
Q1 2025 Reduced 4.46%
$0
$8.22 Million 6.25% of portfolio
124,953
Q1 2025 Reduced 6.26%
$0
$6.34 Million 4.82% of portfolio
184,965
Q1 2025 Reduced 6.8%
$0
$5.96 Million 4.53% of portfolio
117,498
Q1 2025 Added 260.53%
$0
$4.43 Million 3.37% of portfolio
200,436
Q1 2025 Reduced 4.95%
$0
$3.96 Million 3.01% of portfolio
161,747
Q1 2025 Added 3.07%
$0
$3.09 Million 2.35% of portfolio
67,077
Q1 2025 Reduced 23.64%
$0
$3.08 Million 2.34% of portfolio
155,467
Q1 2025 Added 2.83%
$0
$3.03 Million 2.31% of portfolio
128,529
Q1 2025 Reduced 0.05%
$80B
$2.95 Million 2.25% of portfolio
21,558
Q1 2025 Added 420.72%
$0
$2.7 Million 2.05% of portfolio
15,815
Q1 2025 Added 3.63%
$0
$2.37 Million 1.8% of portfolio
94,536
Q1 2025 Reduced 6.37%
$0
$2.33 Million 1.77% of portfolio
25,131
Q1 2025 Reduced 9.99%
$0
$2.08 Million 1.58% of portfolio
42,663
Q1 2025 Reduced 3.32%
$2.92T
$1.73 Million 1.31% of portfolio
4,596
Q1 2025 Reduced 1.03%
$0
$1.69 Million 1.28% of portfolio
8,867
Q1 2025 Added 24.45%
$0
$1.64 Million 1.25% of portfolio
3,200
Q1 2025 Reduced 3.18%
$0
$1.64 Million 1.24% of portfolio
45,283
Q1 2025 Added 2.12%
$0
$1.47 Million 1.12% of portfolio
25,016
Q1 2025 Reduced 22.76%
$0
$1.48 Million 1.12% of portfolio
12,115
Q1 2025 Added 0.36%
$0
$1.46 Million 1.11% of portfolio
15,618
Q1 2025 Reduced 17.28%
$0
$1.37 Million 1.04% of portfolio
56,333
Q1 2025 Reduced 0.31%
$3.36T
$1.22 Million 0.93% of portfolio
5,489
Q1 2025 Reduced 1.61%
$0
$1.23 Million 0.93% of portfolio
57,030
Q1 2025 Reduced 1.03%
$432B
$1.04 Million 0.79% of portfolio
1,098
Q3 2024 Added 0.09%
$0
$1.02 Million 0.78% of portfolio
36,588
Q1 2025 Reduced 30.07%
$0
$953,000 0.72% of portfolio
9,539
Q1 2025 Reduced 46.68%
$0
$879,000 0.67% of portfolio
8,974
Q1 2025 Reduced 4.03%
$329B
$807,000 0.61% of portfolio
3,856
Q1 2025 Reduced 3.21%
$0
$785,000 0.6% of portfolio
5,595
Q1 2025 Reduced 7.32%
$714B
$760,000 0.58% of portfolio
3,102
Q1 2025 Reduced 19.55%
$0
$769,000 0.58% of portfolio
1,370
Q1 2025 Added 0.07%
$0
$745,000 0.57% of portfolio
13,537
Q1 2025 Reduced 10.12%
$0
$755,000 0.57% of portfolio
32,253
Q1 2025 Added 2.17%
$0
$682,000 0.52% of portfolio
12,731
Q1 2025 Added 56.9%
$0
$627,000 0.48% of portfolio
17,477
Q1 2025 Added 4.11%
$9.61B
$591,000 0.45% of portfolio
9,561
Q1 2025 New
$1.93T
$582,000 0.44% of portfolio
3,063
Q1 2025 Added 0.07%
$277B
$571,000 0.43% of portfolio
5,270
Q1 2025 Reduced 22.0%
$404B
$566,000 0.43% of portfolio
3,413
Q1 2025 Added 0.06%
$0
$567,000 0.43% of portfolio
20,569
Q1 2025 Added 3.3%
$258B
$557,000 0.42% of portfolio
6,352
Q1 2025 Reduced 34.67%
$318B
$552,000 0.42% of portfolio
13,230
Q1 2025 Reduced 1.57%
$0
$539,000 0.41% of portfolio
11,714
Q1 2025 New
$0
$533,000 0.41% of portfolio
5,771
Q1 2025 New
$233B
$534,000 0.41% of portfolio
8,656
Q1 2025 Reduced 2.85%
$93.7B
$533,000 0.41% of portfolio
2,304
Q1 2025 Reduced 3.88%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $131 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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